Welcome to Big Rocks

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To identify the impact of Big Rocks on Service@work, and Mainframe. [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Purpose To identify the impact of Big Rocks on Service@work, and Mainframe. The purpose of this session is to identify the impact of the Big Rocks on eOrder, I-Hub, Workforce Now, Service@work, and Mainframe. © 20XX ADP, Inc. 3 VMMDDYY[Course Code][Part #][Product Code][Version #]

In this Big Rocks module we will cover the following topics: Agenda In this Big Rocks module we will cover the following topics: Overview of the Big Rocks Impact on Service@work Impact on Mainframe In this Big Rocks module we will cover the following topics: Overview of the Big Rocks Impact on eOrder Impact on I-Hub Impact on Workforce Now Impact on Service@work Impact on Mainframe

Big Rocks Impact Overview

Big Rocks Impact Overview The impact of Big Rocks on the various systems has resulted in the following enhancements: 200 Tax Packets / Business Numbers 2nd Pay Group 3rd Bank Account Increased Deduction Priority Fields Service@work Service@work Mainframe Service@work Mainframe Mainframe Mainframe The four enhancements that we call Big Rocks are the addition of 200 Tax Packets or Business Numbers, the 2nd Pay Group, the 3rd Bank Account and Increased Deduction Priority Fields. These Big Rocks have impacted the various systems shown here. BIG ROCKS

Big Rocks: Service@work In this topic we will cover the impact of Big Rocks on Service@work.

Big Rocks: Service@work Overview The Big Rocks enhancements have also impacted Service@work affecting Conversion, Payroll and Ledger We will explore the various enhancements to these modules within Service@work by analyzing the impact of each of the Big Rocks. The Big Rocks enhancements have also impacted Service@work affecting Conversion, Payroll and Ledger We will explore the various enhancements to these modules within Service@work by analyzing the impact of each of the Big Rocks.

Conversion: Imports Modifications were made to Service@work to support all mnemonics in the import to reflect the I-Hub changes. Once the information is imported, the applicable business rules are applied to the information imported. New Accruals set up in I-Hub and the 3rd bank account are now exported from I-Hub and imported into Service@work. Modifications were made to Service@work to support all mnemonics in the import to reflect the I-Hub changes. Once the information is imported, the applicable business rules are applied to the information imported. New Accruals set up in I-Hub and the 3rd bank account are now exported from I-Hub and imported into Service@work.

Conversion: 2nd Pay Group The 2nd Pay Group feature provides a single Company Code the ability to process a payroll run that contains two Pay Period Ending Dates, a shared Date of Pay and common Earnings and Deduction Schedule(s). The 2nd Pay Group indicator (2PGI), EI Pay Period Type (1EPT) and EI 2nd Pay Period Type (2EPT) were added to the Conversion Company setup page in the General Information section. The 2nd Pay Group feature provides a single Company Code the ability to process a payroll run that contains two Pay Period Ending Dates, a shared Date of Pay and common Earnings and Deduction Schedule(s). The 2nd Pay Group indicator (2PGI), EI Pay Period Type (1EPT) and EI 2nd Pay Period Type (2EPT) were added to the Conversion Company setup page in the General Information section. The image below shows these changes highlighted.

Conversion: 2nd Pay Group Please refer to the Big Rocks Handout Manual for more detailed information on this topic. This information can be found on Page 31 under the topic: Conversion: 2nd Pay Group. Please refer to the Big Rocks Handout Manual for more detailed information on this topic. This information can be found on Page 31 under the topic: Conversion: 2nd Pay Group.

Conversion: 3rd Bank Account The ability to have a third bank account deduction already existed in Service@work. A list has been generated of all existing Workforce Now clients who had CDA6 used for another deduction and the appropriate changes have been made. Deduction A6 has been assigned as the third bank account deduction for Workforce Now companies. This deduction is mandatory in Workforce Now and will be part of the import from I- Hub. The ability to have a third bank account deduction already existed in Service@work. A list has been generated of all existing Workforce Now clients who had CDA6 used for another deduction and the appropriate changes have been made. Deduction A6 has been assigned as the third bank account deduction for Workforce Now companies. This deduction is mandatory in Workforce Now and will be part of the import from I-Hub.

Conversion: 3rd Bank Account This is an example of a third bank account setup: This is an example of a third bank account setup

Conversion: 3rd Bank Account The third bank account deduction control is labeled “Extra Savings Deduction Deposit No (CSAN)” in Service@ work as shown on the screen below. The third bank account deduction control is labeled “Extra Savings Deduction Deposit No (CSAN)” in Service@ work as shown on the screen below.

Conversion: Deduction Priority Occurrence Increase Deductions are an amount of money which is taken with permission directly from an employee's pay before they receive it, i.e. reduction of amounts paid to a worker from the gross amount earned. Common payroll deductions include income taxes, voluntary savings or pension contributions, union dues, and insurance premiums. The paycheck reflects gross pay less these payroll deductions. The number of deduction priorities and certain deduction controls are being increased by 20. Deduction Priority is a special process to move deduction ##'s up or down the list to identify the order in which the deductions should be deducted; which currently contains deductions 01 - 96. This process was modified in Service@work to include 20 additional deductions (A0 – B9) in the deduction priority list, increasing the total number of deduction numbers to 116 facilitating the migration of PCPW clients to Workforce Now, to replicate the AutoPay Options. Deductions are an amount of money which is taken with permission directly from an employee's pay before they receive it, i.e. reduction of amounts paid to a worker from the gross amount earned. Common payroll deductions include income taxes, voluntary savings or pension contributions, union dues, and insurance premiums. The paycheck reflects gross pay less these payroll deductions. The number of deduction priorities and certain deduction controls are being increased by 20. Deduction Priority is a special process to move deduction ##'s up or down the list to identify the order in which the deductions should be deducted; which currently contains deductions 01 - 96. This process was modified in Service@work to include 20 additional deductions (A0 – B9) in the deduction priority list, increasing the total number of deduction numbers to 116 facilitating the migration of PCPW clients to Workforce Now, to replicate the AutoPay Options.

Conversion: Deduction Priority Occurrence Increase Four of the deductions (A0 – A3) where added to the default of Deductions Priority Field 5 (1DP5) for a total of 20 deductions. (Defaulted Deductions: 81 – 96, A0 – A3) A new Deductions Priority Field (1DP6) was added defaulting to the remaining 16 deductions (A4 – B9). Four of the deductions (A0 – A3) where added to the default of Deductions Priority Field 5 (1DP5) for a total of 20 deductions. (Defaulted Deductions: 81 – 96, A0 – A3) A new Deductions Priority Field (1DP6) was added defaulting to the remaining 16 deductions (A4 – B9). The image below depicts these changes.

Conversion: Deduction Priority Occurrence Increase Please refer to the Service@work Business Readiness document for more detailed information on this topic. This information can be found on Page 6 under the topic: Deduction Priority Occurrence Increase. Please refer to the Service@work Business Readiness document for more detailed information on this topic. This information can be found on Page 6 under the topic: Deduction Priority Occurrence Increase.

Conversion: 200 Tax Packets A number of tax packets were increased to 200 in release 5.8 to implement the ADP plan for the PCPW client migration from the AutoPay system to Paytech. The following new pages were added to keep the existing pages consistent: QC CSST WCB BC WCB NS ON EHT Details MB HET Details NL HAPSET Details A number of tax packets were increased to 200 in release 5.8 to implement the ADP plan for the PCPW client migration from the AutoPay system to Paytech. The following new pages were added to keep the existing pages consistent: QC CSST WCB BC WCB NS ON EHT Details MB HET Details NL HAPSET Details

Conversion: 200 Tax Packets Additional Packets were added in Conversion to support the Increase to 200 packets. Packets for the following increased from 1 - 200 Manitoba (MB) Health and Education Tax (HET) Exemption rates Newfoundland and Labrador (NL) Health and Post Secondary Education Tax (HAPSET) Exemption rates British Columbia Workers Compensation Board (WCB) Rates and Classification codes Packets for the following increased from 2 - 200 Nova Scotia (NS) Premium rates (WCB) Packets for the following increased from 9 - 200 Employer EI Rates Employer Quebec (QC) CSST rates and classification codes (WCB) Ontario (ON) Employer Health Tax (EHT) Exemption rates Additional Packets were added in Conversion to support the Increase to 200 packets. Packets for the following increased from 1 - 200 Manitoba (MB) Health and Education Tax (HET) Exemption rates Newfoundland and Labrador (NL) Health and Post Secondary Education Tax (HAPSET) Exemption rates British Columbia Workers Compensation Board (WCB) Rates and Classification codes Packets for the following increased from 2 - 200 Nova Scotia (NS) Premium rates (WCB) Packets for the following increased from 9 - 200 Employer EI Rates Employer Quebec (QC) CSST rates and classification codes (WCB) Ontario (ON) Employer Health Tax (EHT) Exemption rates

Conversion: 200 Tax Packets Please refer to the Service@work Business Readiness document for more detailed information on this topic. This information can be found on Page 8 under the topic: 200 Tax Packets. Please refer to the Service@work Business Readiness document for more detailed information on this topic. This information can be found on Page 8 under the topic: 200 Tax Packets.

Payroll: 2nd Pay Group The Service@work Payroll Module allows the Transaction (TC60) to be entered in Free Format. The modifications for a 2nd Pay Group require this transaction record to be changed only for the Payroll Module. The 2nd Pay Period End Date is required in positions 57 to 64 on the Transaction 60 Record (TC 60) when the 2nd Pay Group Indicator (2PGI) is equal to 1 (i.e. there is a second pay group). Note: This functionality is only available to Workforce Now clients. If the Workforce Now client is not set up for a 2nd Pay Group, any company transmittal with a 2nd Pay Period End Date (TC60CARD) will be rejected by the Mainframe. 2nd Pay Period End Date 57 8 YYYYMMDD If 2nd Pay Group Indicator (2PGI) = 1, enter date. Otherwise, enter spaces. This the 2nd Pay Period End date for clients with a 2nd pay group. The Service@work Payroll Module allows the Transaction (TC60) to be entered in Free Format. The modifications for a 2nd Pay Group require this transaction record to be changed only for the Payroll Module. The 2nd Pay Period End Date is required in positions 57 to 64 on the Transaction 60 Record (TC 60) when the 2nd Pay Group Indicator (2PGI) is equal to 1 (i.e. there is a second pay group). Note: This functionality is only available to Workforce Now clients. If the Workforce Now client is not set up for a 2nd Pay Group, any company transmittal with a 2nd Pay Period End Date (TC60CARD) will be rejected by the Mainframe.

Payroll: 2nd Pay Group Here is an image of the Free Format screen:

Ledger: 200 Tax Packets The number of tax packets was increase to 200 for the following: Increased from 9 - 200 Client Name for Tax Forms CRA Payroll Account Number CRA Remittance Frequency Code RQ Identification Number(#) RQ Remittance Frequency Code Non-Resident (NR) 4 Tax Licence Number(#) Ontario (ON) Employer Health Tax (EHT) Account Number Increased from 1 – 200 Manitoba (MB) Health and Education Tax (HET) Account Number(#) Newfoundland and Labrador (NL) Health and Post Secondary Education Tax (HAPSET) Account Number(#) Nova Scotia Workers Compensation Board (WCB) Account Number(#) WorkSafeBC Account Number, also known as the British Columbia Workers Compensation Board (WCB) Note: Fund Direct Client information is still limited to 1-9 as is the case for all legacy products such as Pay@work, Pay Specialist and Telephone Pay. The number of tax packets was increase to 200 for the following: Increased from 9 - 200 Client Name for Tax Forms CRA Payroll Account Number CRA Remittance Frequency Code RQ Identification Number(#) RQ Remittance Frequency Code Non-Resident (NR) 4 Tax Licence Number(#) Ontario (ON) Employer Health Tax (EHT) Account Number Increased from 1 – 200 Manitoba (MB) Health and Education Tax (HET) Account Number(#) Newfoundland and Labrador (NL) Health and Post Secondary Education Tax (HAPSET) Account Number(#) Nova Scotia Workers Compensation Board (WCB) Account Number(#) WorkSafeBC Account Number, also known as the British Columbia Workers Compensation Board (WCB) Note: Fund Direct Client information is still limited to 1-9 as is the case for all legacy products such as Pay@work, Pay Specialist and Telephone Pay.

Big Rocks: Mainframe This topic will cover the impact of Big Rocks on Mainframe.

RQ Identification Numbers (includes CSST) Ontario EHT Accounts Payroll: 200 Tax Packets For ADP Workforce Now clients, the number of tax packets is increasing from 9 to 200 for: CRA Payroll Accounts RQ Identification Numbers (includes CSST) Ontario EHT Accounts WorkSafeBC Accounts WCB – Nova Scotia The number of tax packets is increasing from 1 to 200 for the following: Manitoba HET Accounts NL HAPSET Accounts For ADP Workforce Now clients, the number of tax packets is increasing from 9 to 200 for: CRA Payroll Accounts RQ Identification Numbers (includes CSST) Ontario EHT Accounts WorkSafeBC Accounts WCB – Nova Scotia The number of tax packets is increasing from 1 to 200 for the following: Manitoba HET Accounts NL HAPSET Accounts

Federal: 200 Tax Packets Here is an image of the J2OE depicting the changes to Employer EI Rates. There is added capacity to include up to 200 tax packets. Here is an image of the J2OE depicting the changes to Employer EI Rates. There is added capacity to include up to 200 tax packets.

Provincial: 200 Tax Packets Here is an image of the J2OE depicting the changes to Ontario EHT screen to accommodate 200 tax packets. These changes are the same in the NL HAPSET and Manitoba HET Account screens as well. Here is an image of the J2OE depicting the changes to Ontario EHT screen to accommodate 200 tax packets. These changes are the same in the NL HAPSET and Manitoba HET Account screens as well.

Provincial: 200 Tax Packets Here is an image of the J2OE depicting the changes to QC CSST screens to accommodate 200 tax packets. To enable navigation to subsets of the 200 tax packets, there is now added functionality by way of Function Keys in all the affected screens. Here is an image of the J2OE depicting the changes to QC CSST screens to accommodate 200 tax packets. To enable navigation to subsets of the 200 tax packets, there is now added functionality by way of Function Keys in all the affected screens. Function key PF 8 will show you packets 176 – 200.

Provincial: 200 Tax Packets Here is an image of the J2OE depicting the changes to the WorkSafeBC Accounts screen. The same changes have been incorporated in the WCB Nova Scotia screens as well. Here is an image of the J2OE depicting the changes to the WorkSafeBC Accounts screen. The same changes have been incorporated in the WCB Nova Scotia screens as well.

Ledger: 200 Tax Packets The Mainframe Ledger has also been updated to accommodate 200 tax packets. Shown below is a screen capture of the Ledger showing this change. The Mainframe Ledger has also been updated to accommodate 200 tax packets. Shown below is a screen capture of the Ledger showing this change.

Payroll: 2nd Pay Group The J2OE has also been updated to reflect the addition of the 2nd Pay Group. Below is an image depicting the previous Mnemonic for current pay period for pay group 1. This code begins with a 1D. The J2OE has also been updated to reflect the addition of the 2nd Pay Group. Below is an image depicting the previous Mnemonic for current pay period for pay group 1. This code begins with a 1D.

Payroll: 2nd Pay Group Below is an image depicting the new Mnemonic for Current pay period for pay group 2. This code begins with a 2D. This change has been incorporated for Previous and Archived pay periods as well. Below is an image depicting the new Mnemonic for Current pay period for pay group 2. This code begins with a 2D. This change has been incorporated for Previous and Archived pay periods as well.

Payroll Register Report: 2nd Pay Period A number of reports have been impacted by the 2nd Pay Period addition. This is the Payroll Register prior to the addition of the 2nd Pay Period. A number of reports have been impacted by the 2nd Pay Period addition. This is the Payroll Register prior to the addition of the 2nd Pay Period.

Payroll Register Report: 2nd Pay Period This is the Payroll Register after the addition of the 2nd Pay Period. This will only be shown if the client is set up for a 2nd Pay Period. If the client is not setup, the reports will remain unchanged. This is the Payroll Register after the addition of the 2nd Pay Period. This will only be shown if the client is set up for a 2nd Pay Period. If the client is not setup, the reports will remain unchanged.

Totals Report: 2nd Pay Period This is the Totals Report prior to the addition of the 2nd Pay Period. This is the Totals Report prior to the addition of the 2nd Pay Period.

Totals Report: 2nd Pay Period This is the Totals Report after the addition of the 2nd Pay Period. This is the Totals Report after the addition of the 2nd Pay Period.

Payroll Entries Report: 2nd Pay Period This is the Payroll Entries Report prior to the addition of the 2nd Pay Period. This is the Payroll Entries Report prior to the addition of the 2nd Pay Period.

Payroll Entries Report: 2nd Pay Period This is the Payroll Entries Report after the addition of the 2nd Pay Period. This is the Payroll Entries Report after the addition of the 2nd Pay Period.

Totals Recap Report: 2nd Pay Period This is the Totals Recap Report prior to the addition of the 2nd Pay Period. This is the Totals Recap Report prior to the addition of the 2nd Pay Period.

Totals Recap Report: 2nd Pay Period This is the Totals Recap Report after the addition of the 2nd Pay Period. This is the Totals Recap Report after the addition of the 2nd Pay Period.

Transactions Proof Report: 2nd Pay Period This is the Transactions Proof Report prior to the addition of the 2nd Pay Period. This is the Transactions Proof Report prior to the addition of the 2nd Pay Period.

Transactions Proof Report: 2nd Pay Period This is the Transactions Proof Report after the addition of the 2nd Pay Period. This is the Transactions Proof Report after the addition of the 2nd Pay Period.

Journal Entry Report: 2nd Pay Period This is the Journal Entry Report prior to the addition of the 2nd Pay Period. This is the Journal Entry Report prior to the addition of the 2nd Pay Period.

Journal Entry Report: 2nd Pay Period This is the Journal Entry Report after the addition of the 2nd Pay Period. The Journal Entries Report is not available to clients online in Workforce Now. If a client insists on receiving the report, it must be given to them in paper format and is couriered to them. This is the Journal Entry Report after the addition of the 2nd Pay Period. The Journal Entries Report is not available to clients online in Workforce Now. If a client insists on receiving the report, it must be given to them in paper format and is couriered to them.

Mainframe: Increased Deduction Priority Fields As a result of the Big Rocks changes, the impact of the Increased Deduction Priority Fields on Mainframe are as follows: Expanded the existing company mnemonic 1DP5- Deduction Priority Field 5 from 16 deductions to 20. Created the new company mnemonic 1DP1 which will hold up to 16 deductions. Modified 2RSP, 2UN1, 2PD1, 2PD2, 2P02, 2P04 and 1QRH to accommodate the expansion of the Deduction Priority fields. Modified the logic and the payroll edits. Modified the J200 On-Line. As a result of the Big Rocks changes, the impact of the Increased Deduction Priority Fields on Mainframe are as follows: Expanded the existing company mnemonic 1DP5- Deduction Priority Field 5 from 16 deductions to 20. Created the new company mnemonic 1DP1 which will hold up to 16 deductions. Modified 2RSP, 2UN1, 2PD1, 2PD2, 2P02, 2P04 and 1QRH to accommodate the expansion of the Deduction Priority fields. Modified the logic and the payroll edits. Modified the J200 On-Line.

Big Rocks: Mainframe For more detailed information on the impact of Big Rocks on the Mainframe, please refer to the Big Rocks Solution Overview Power Point presentations. You can find this information in Solution Overview 1 of 2 on slides 1- 54. This information is also available in the entirety of Solution Overview 2 of 2. For more detailed information on the impact of Big Rocks on the Mainframe, please refer to the Big Rocks Solution Overview Power Point presentations. You can find this information in Solution Overview 1 of 2 on slides 1- 54. This information is also available in the entirety of Solution Overview 2 of 2.

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